EZLynx + Google Sheets
Create commercial applicants with opportunity in EZLynx for new or updated rows in Google Sheets
Digitize your commercial insurance application process by using this workflow to connect Google Sheets with EZLynx. Whenever there's a new or updated row in your Google Sheets, the workflow will process that information and create a new commercial applicant with opportunity in EZLynx. Streamline your data management, reduce manual input errors, and save valuable time.
Digitize your commercial insurance application process by using this workflow to connect Google Sheets with EZLynx. Whenever there's a new or updated row in your Google Sheets, the workflow will process that information and create a new commercial applicant with opportunity in EZLynx. Streamline your data management, reduce manual input errors, and save valuable time.
- When this happens...New or Updated Spreadsheet Row
Triggered when a new row is added or modified in a spreadsheet.
- automatically do this!Create Commercial Applicant With Opportunity
Creates a new commercial applicant with opportunity.
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